Wellington Management Group’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.28M | Buy |
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|
2025
Q1 | $2.01M | Sell |
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|
2024
Q4 | $5.07M | Sell |
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|
2024
Q3 | $11.4M | Buy |
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|
2024
Q2 | $10.2M | Buy |
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|
2024
Q1 | $8.06M | Sell |
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|
2023
Q4 | $9.33M | Buy |
|
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $1.37M | Sell |
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|
2023
Q1 | $425M | Sell |
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|
2022
Q4 | $1.02B | Buy |
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|
2022
Q3 | $839M | Sell |
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|
2022
Q2 | $930M | Sell |
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|
2022
Q1 | $1.21B | Sell |
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|
2021
Q4 | $1.28B | Sell |
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|
2021
Q3 | $1.29B | Buy |
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|
2021
Q2 | $1.21B | Sell |
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|
2021
Q1 | $1.34B | Buy |
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|
2020
Q4 | $1B | Buy |
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|
2020
Q3 | $700M | Sell |
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|
2020
Q2 | $698M | Sell |
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|
2020
Q1 | $614M | Buy |
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|
2019
Q4 | $850M | Buy |
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|
2019
Q3 | $496M | Buy |
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|
2019
Q2 | $287M | Buy |
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|
2019
Q1 | $266M | Sell |
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|
2018
Q4 | $250M | Sell |
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|
2018
Q3 | $298M | Sell |
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|
2018
Q2 | $344M | Sell |
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|
2018
Q1 | $357M | Sell |
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|
2017
Q4 | $371M | Sell |
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|
2017
Q3 | $360M | Sell |
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|
2017
Q2 | $348M | Buy |
|
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|
2017
Q1 | $341M | Buy |
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|
2016
Q4 | $358M | Buy |
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|
2016
Q3 | $91.8M | Buy |
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|
2016
Q2 | $83.6M | Buy |
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|
2016
Q1 | $77.5M | Buy |
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|
2015
Q4 | $84.9M | Buy |
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|
2015
Q3 | $79.7M | Sell |
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|
2015
Q2 | $90.6M | Sell |
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|
2015
Q1 | $101M | Sell |
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|
2014
Q4 | $184M | Sell |
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|
2014
Q3 | $178M | Buy |
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|
2014
Q2 | $188M | Sell |
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|
2014
Q1 | $247M | Buy |
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|
2013
Q4 | $221M | Sell |
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|
2013
Q3 | $270M | Buy |
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|
2013
Q2 | $264M | Buy |
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